Kennebec Savings Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kennebec Savings Bank (EIN 01-0100490) is a plan sponsor located in Augusta, ME with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0100490
Location
Augusta, ME
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kennebec Savings Bank

  • 4 loaded plans hold $43.3M in reported assets.
  • The largest, Kennebec Savings Bank 401(K) Savings Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 735 reported participants.
  • 1 of 4 plans report full financial statements.
  • 4 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.3MSummed across loaded plans$43,329,685
Total reported assets$43.3M$43,329,685
Total reported participants735
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.3M total assets
Net assets$43.3MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$1.3M
Total income / additions$9.8M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.2M
Net increase / (decrease)$6.6M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation4 / 4 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kennebec Savings Bank 401(K) Savings Plan And Trust
Participants per plan184Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 237 participants · 2023
  2. 2
    Kennebec Savings Bank Benefit Plannot reported in the loaded dataset
    Plan #501 · 190 participants · 2023
  3. 3
    Kennebec Savings Bank Dental Care Plannot reported in the loaded dataset
    Plan #502 · 174 participants · 2023
  4. 4
    Kennebec Savings Bank Vision Plannot reported in the loaded dataset
    Plan #504 · 134 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kennebec Savings Bank. Open one for its full reported snapshot.

  1. 2023
    Kennebec Savings Bank Dental Care Plan174 participants · 2Sch C
    View filing →
  2. 2023
    Kennebec Savings Bank Vision Plan134 participants · 2Sch C
    View filing →
  3. 2023
    Kennebec Savings Bank Benefit Plan190 participants · 2Sch C
    View filing →
  4. 2023
    Kennebec Savings Bank 401(K) Savings Plan And Trust237 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kennebec Savings Bank report on Form 5500?
Kennebec Savings Bank (EIN 01-0100490) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kennebec Savings Bank?
The Employer Identification Number (EIN) reported for Kennebec Savings Bank is 01-0100490.
What is the latest Form 5500 filing year for Kennebec Savings Bank?
The latest loaded Form 5500 filing year for Kennebec Savings Bank is 2023.

Related Form 5500 pages